Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47513.23 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46118.97 Kr¶
PnL: ---------------------------------------> -769.6 Kr¶
DD now: ---------------------------------> -2.296 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:06:44.743954'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.890000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -1.630000 | 2751.000000 | 115.000000 | 4.360000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.000000 | 425.400000 | 70.400000 | 19.830000 | 355.000000 |
| Corem Property Group B | 59 | -2.150000 | 643.690000 | 66.690000 | 11.560000 | 576.999999 |
| HMS Networks | 2 | -0.670000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.730000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.070000 | 260.880000 | 14.880000 | 6.050000 | 246.000000 |
| Resurs Holding | 22 | 0.600000 | 587.180000 | 13.180000 | 2.300000 | 573.999998 |
| Eastnine | 4 | -1.100000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Midsona B | 63 | -1.560000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Karnov Group | 9 | 2.540000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Norva24 Group | 16 | -4.280000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| Intrum | 4 | -0.450000 | 533.600000 | 6.600000 | 1.250000 | 527.000000 |
| Essity B | 2 | -0.410000 | 577.600000 | 3.600000 | 0.630000 | 574.000000 |
| AcadeMedia | 12 | 0.990000 | 560.400000 | 3.400000 | 0.610000 | 557.000004 |
| MedCap | 2 | -1.400000 | 424.000000 | 3.000000 | 0.710000 | 421.000000 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Handelsbanken A | 5 | -1.750000 | 547.250000 | 1.250000 | 0.230000 | 546.000000 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Swedbank A | 3 | -1.680000 | 560.550000 | -3.450000 | -0.610000 | 564.000000 |
| Securitas B | 6 | -0.490000 | 564.240000 | -5.760000 | -1.010000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.230000 | 3448.100000 | -5.900000 | -0.170000 | 3453.999992 |
| Boozt | 12 | 0.880000 | 1645.200000 | -8.800000 | -0.530000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.050000 | 552.300000 | -9.700000 | -1.730000 | 562.000005 |
| CTEK | 13 | -0.660000 | 509.730000 | -24.270000 | -4.540000 | 533.999999 |
| Vivesto | 1368 | -1.580000 | 544.740000 | -68.260000 | -11.140000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.170000 | 518.500000 | -76.070000 | -12.790000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.830000 | 3745.000000 | -105.000000 | -2.730000 | 3850.000000 |
| SAAB B | 8 | -1.020000 | 3266.400000 | -110.600000 | -3.280000 | 3377.000000 |
| OX2 | 18 | 0.060000 | 1545.300000 | -118.700000 | -7.130000 | 1663.999992 |
| Axfood | 13 | -0.180000 | 3572.400000 | -183.600000 | -4.890000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.670000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | -0.170000 | 3021.200000 | -340.800000 | -10.140000 | 3361.999992 |
| TOTAL | 46118.970000 | -769.600000 | -2.29624% | 46888.564618 |
Updated:¶
'2023-01-13 16:06:57.509624'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
